As such, we provide premium paraplanning services where we are completely flexible in the way that we write Statements of Advice (SoAs). The end result is the creation of a unique, tailored document that meets industry standards of reporting and disclosure as well as meeting the individual needs of your client. We focus on ensuring that your strategies are conveyed in a way that is clear, understandable and most importantly, marketable. The combination of both form and substance present in our plans is what sets outplan apart from the rest of the industry, but don’t believe us, please read what our clients have to say…
I have used the services of outplan on a number of occasions over the last 16 months. I have found outplan to be exceptionally professional. The value that their service provides is, in my mind, outstanding to my business.
It allows me to provide a macro strategic directive for a client, and then get the very micro or more technical details worked through meticulously by outplan. That is a great model because it frees up my time to focus on clients rather than 'client position optimisation'.
Josh Wilson
B.Bus (FP) CFP
Morgan Wilson Financial Planning